Joshua Blazer, Esq., CAMS

Questioner
DISC Type : c

Chief BSA/AML Officer at SoFi

United States

Overview

Joshua has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Joshua has no verified topics they care about

Media Appearances

Joshua has no verified media appearances

Work History

1-2020
Chief BSA/AML Officer at SoFi
7-2017 - 1-2020
Director - Head of Financial Crime Investigations Division - Jacksonville at Deutsche Bank
7-2014 - 7-2017
AML Officer and Head of Financial Crime Investigations Division and Quality Assurance Division at Raymond James
2-2013 - 7-2014
VP AML Risk Officer at Morgan Stanley
8-2010 - 2-2013
M&A Compliance and Conflicts Manager - Risk Management at Deloitte & Touche LLP

Education

2002 - 2005
Doctor of Law (JD) from New York Law School
2008 - 2011
MBA from The University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 19 Location : United States Job Level : Leadership Designation : Chief BSA/AML Officer at SoFi
URL has been copied!

Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Joshua

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Joshua move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Joshua take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Joshua

Personality Compatibility


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